Never lose another customer because nobody answered the phone.
TRILIGY ASSISTANT is an AI voice receptionist that answers, qualifies and books — then turns every caller into a structured lead in your CRM and places them into the right pipeline. 24/7, in your brand voice, even when your team can't.
Heads up: standard call charges apply — your personal airtime or carrier rates will be used.
How much is your phone costing you?
Industry studies show 62% of calls to small businesses go unanswered, and 85% of those callers never try again. Use your own numbers below.
- Calls / month550
- Missed / month275
- Lost leads / month234
At the Starter plan ($99 / month), an estimated $69,190 could be recovered each month — paying for itself in roughly less than 24 hours.
- 62% of calls to small businesses go unanswered. — ServiceTitan / 411 Locals / BrightLocal, 2024–2025
- 85% of callers who reach voicemail never call back. — BIA Advisory
- 37% average phone-lead close rate across industries. — Invoca Call Conversion Benchmarks, 2025 (60M calls analysed)
- ~$1,200 average revenue per missed call in service businesses. — BIA Advisory
Estimates are directional and assume 22 working days / month, an 85% no-callback rate on missed calls, and that an AI receptionist recovers ~80% of unanswered calls. Currency conversions are approximate.
A receptionist, scheduler, notetaker and lead engine — in one voice.
Every call turns into a structured lead in your CRM, placed into the right pipeline stage — so no enquiry is ever forgotten and your team always knows who to work next.
Every caller answered
Even when your team is busy, closed, or already on another call. Triligy handles multiple calls simultaneously — no queues, no hold music, no missed leads.
Trained on your business
We build your assistant around your services, FAQs, brand tone and call-handling rules — so conversations reflect how your business actually operates.
Every caller becomes a lead
Names, numbers, intent and context are captured on every call and written straight into your CRM — no manual data entry, no lost enquiries.
A pipeline for every customer
New callers are placed into the right pipeline stage automatically — new lead, booked, quoted, follow-up — so your team always knows who to work next.
Books appointments
Integrated with your calendar — the agent finds time, confirms with the caller, and sends details.
Notes on every conversation
Structured summaries, action items, and full transcripts delivered after each call and attached to the customer record.
Smart transfers
When a human is needed, the agent routes the caller to the right person with full context.
Tailored to your workflow
From intake forms to CRM updates — we shape the agent around how your team actually works.
From quiet phone to fully booked.
Tell us about your business
Share your services, common questions, and how you want calls handled. A short onboarding is all we need.
We train your agent
We craft the voice, knowledge, and call flows — then test rigorously against real-world scenarios.
It answers your phone
Connect your number. Your agent goes live, handling every call with notes and bookings flowing back to you.
Every unanswered call is a customer you paid to find — then let walk away.
While your phone rings out, your competitor's picks up. The old way — voicemail, missed callbacks, an overworked receptionist juggling six things — is quietly bleeding your business dry.
Hours back. Every single day.
Receptionists repeat the same five answers forty times a day. Your agent says it once — perfectly — and never stops.
Every caller gets answered.
Even when your team is busy, closed, or already on another call. Triligy Assistant handles multiple calls simultaneously — without queues or hold music.
Less pressure on your front desk.
Routine calls, repeat questions and after-hours enquiries are handled consistently, so your team can focus on customers who need a human conversation. A predictable monthly service can cost less than the operational pressure, missed opportunities and overflow created by unmanaged calls.
Slow. Expensive. Quietly losing customers.
- Calls hit voicemail after hours — and weekends
- Customers hang up and call your competitor next
- Staff distracted from real work to answer phones
- Bookings lost in sticky notes and missed callbacks
- Salaries, sick days, training, turnover
Instant. Tireless. Always on the clock.
- Designed to answer calls immediately, 24/7 — subject to carrier and connection conditions
- Leads captured, qualified, and booked instantly
- Your team stays focused on revenue-generating work
- Notes and appointments synced straight to your calendar
- One predictable monthly fee. Less administrative pressure. More consistent call handling.
Your competitors aren't waiting for office hours. Neither should your business.
TRILIGY ASSISTANT — what it is, and what it isn't.
A clear, honest breakdown of the assistant we build for you — the work it does, the work it refuses, and the way we run it.
Service businesses that lose money when the phone rings out.
Clinics, salons, trades, professional services, hospitality, property — operators who need a commercial-grade phone presence, not a chatbot toy.
Runs the front desk on every inbound call.
- Answers inbound calls 24/7 in your brand voice
- Books and reschedules appointments
- Captures every caller as a structured lead in your CRM
- Places each customer into the right pipeline stage
- Takes structured messages with transcripts
- Transfers to a human when the rules say so
Every call builds your customer database.
- Contact, intent and context written straight to your CRM
- New leads placed in the right pipeline stage automatically
- Follow-up tasks and reminders created for your team
- Full transcript and summary attached to each record
- Works with HubSpot, Salesforce, Pipedrive, Zoho, Go High Level and more
We're honest about the edges.
- No outbound cold-calling campaigns
- Does not replace your full CRM
- Won't run complex sales negotiations
- Will never pretend to be human if asked directly
Phone first. Other channels on request.
Included: inbound phone calls. Optional add-ons (additional cost): SMS, web chat, and WhatsApp — turned on per client when the use case justifies it.
Plugs into the tools you already run.
Calendars (Google, Outlook), CRMs, and Excel / Google Sheets out of the box. Custom integrations are scoped per client during onboarding.
Clear rules. Never a dead end.
- Caller explicitly asks for a human
- Sensitive, legal, or payment-dispute topics
- Escalation keywords or repeated frustration
- After N failed clarification attempts
- Fallback: voicemail + transcript emailed instantly
Supports multilingual conversations.
Automatic language detection on the first turns, with language availability confirmed during onboarding. Switches mid-call if the caller switches.
Your data, encrypted and owned by you.
- Calls and transcripts encrypted in transit and at rest, with configurable retention, access controls and deletion processes
- Client owns the data — exportable and deletable on request
- Configurable retention windows
- Designed with POPIA and GDPR-aligned data-handling principles
- No training on your data without explicit consent
From discovery to live in weeks, not quarters.
Discovery call → tailored demo built on your real use case → scoped quote → a typical 2–3 week build (scope-dependent) → go-live with active monitoring and tuning in the first weeks.
Practical AI. Properly owned.
Most providers sell access to a platform. Triligy takes responsibility for the customer experience it creates. We build your assistant around your business, tune it against real call scenarios, and stay involved after go-live. You are not handed a tool and left to figure it out.
The result isn't simply fewer missed calls. It's a more consistent customer experience, clearer follow-up, and a phone presence your business can rely on.
Connects to the tools you already run.
TRILIGY ASSISTANT integrates with leading CRMs, calendars, helpdesks, telephony stacks, and cloud services. If your platform is not listed, we scope custom integrations during onboarding.
CRM & Sales
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Keap
- Go High Level
Telephony & Communications
- Twilio
- Vonage
- Amazon Connect
- RingCentral
- Microsoft Teams
Helpdesk & Support
- Zendesk
- Freshdesk
- ServiceNow
- Intercom
Productivity & Collaboration
- Slack
- Google Workspace
- Smartsheet
- Microsoft Teams
Scheduling
- Calendly
- Cal.com
Project Management
- Monday.com
- ClickUp
- Asana
Finance & Payments
- Stripe
- Xero
- QuickBooks
- DocuSign
Industry-Specific
- ServiceTitan (field service)
- Workable (HR)
LLM & Speech
- Custom LLM (GPT, Claude, etc.)
- Azure OpenAI
- MiniMax Speech (TTS)
Databases & Cloud
- Supabase
- Airtable
- Azure
Need a custom integration? We connect to APIs, webhooks, and databases — tell us what your stack looks like and we’ll scope it during discovery.
Every business works differently.
While Triligy Assistant is our core offering, some organisations need solutions tailored to the way they communicate with customers, manage enquiries or automate internal processes.
When the need exists, we work alongside our clients to design solutions that fit their business — not the other way around.
If you have a challenge that falls outside our standard offering, let's have a conversation.
Real people, accountable for the outcome.
Triligy Systems was built because the businesses that lose the most to missed calls — clinics, trades, property and professional firms — were being sold generic AI tools and left to figure them out alone.
We own the relationship. That means a named operator builds your assistant with you, tunes it after go-live, and is on the other end of the line when something needs to change — not a ticket queue.
- A named onboarding contact from day one.
- A post-launch tuning period after go-live.
- An agreed response window for change requests.
- A service check-in after the first 30 days.
Support hours and your named contact are shared during onboarding. For anything urgent, clients reach us at support@triligysystems.com.
Four verticals where missed calls directly cost money.
We build assistants for any service business, but these are the sectors we lead with — because the call patterns are clear and the impact is measurable.
Trades & home services
- Callers want
- Quote requests, emergency call-outs, scheduling, status updates.
- Assistant handles
- Captures job details, books the next available slot, sends a confirmation to caller and dispatcher.
- Gets escalated
- Live emergencies, complex multi-trade quotes, payment disputes.
- Business outcome
- Designed to help recover after-hours and overflow leads that today go to voicemail.
Clinics & wellness practices
- Callers want
- Book / reschedule appointments, opening hours, pre-visit instructions.
- Assistant handles
- Books into your calendar, takes structured messages, confirms appointment details.
- Gets escalated
- Clinical questions, prescriptions, anything sensitive or compliance-related.
- Business outcome
- Designed to help reduce no-shows and free up front-desk time during peak periods.
Property businesses
- Callers want
- Viewing requests, listing questions, tenant queries, maintenance.
- Assistant handles
- Qualifies enquiries, books viewings, logs maintenance tickets with full transcripts.
- Gets escalated
- Contract negotiations, complaints, legal questions.
- Business outcome
- Designed to help capture every viewing enquiry and route maintenance faster.
Professional services
- Callers want
- New-client enquiries, consultation booking, document follow-up.
- Assistant handles
- Screens enquiries, books discovery calls, takes detailed messages routed to the right partner.
- Gets escalated
- Legal advice, account-specific matters, anything requiring a regulated professional.
- Business outcome
- Designed to help convert more inbound enquiries into booked consultations.
See it, hear it, read the transcript.
We publish proof as it becomes available. The items below are going live alongside our first pilot clients.
Call the assistant
Coming soonA live demo line you can dial to hear it in action.
Example call flow
Coming soonAn anonymised end-to-end transcript showing how a real call resolves.
Sample post-call summary
Coming soonWhat lands in your inbox / CRM after a call wraps.
Onboarding timeline
Coming soonA simple graphic showing discovery → build → go-live.
Pilot case studies
Coming soonAnonymised pilot results published as they become available.
Performance claims describe what the system is designed to help achieve. Outcomes depend on your call patterns, integrations and handover rules.
Start Today.
Simple, transparent plans. Scale up as your call volume grows.
Starter
For solo operators and small teams testing the water.
- 300 voice minutes / month
- Every caller answered — 24/7
- Custom training on your business
- Appointment booking & calendar sync
- Conversation notes & transcripts
- Smart call transfers to your team
Growth
For growing businesses that cannot afford to miss a lead.
- 1,000 voice minutes / month
- Everything in Starter
- CRM lead capture & customer pipelines
- Priority tuning & support
- Optional SMS, web chat & WhatsApp
- Advanced transfer & handover rules
Enterprise
For high-volume teams and custom workflows.
- 4,000+ voice minutes / month
- Everything in Growth
- Custom overage rates
- Dedicated account manager
- Custom integrations & solutions
- SLA-backed support
- · AI answering calls 24/7 with no busy signal
- · Calendar & CRM integrations
- · Human handover rules & transfers to your team
- · Call summaries, transcripts & notes
- · Active monitoring and tuning in the first weeks
Scoped to your call requirements, business knowledge, handover rules and integrations. Quoted after a short discovery call so the build matches how your business actually runs — no generic templates, no surprises later.
- · VAT — all prices shown exclude VAT
- · New telephone number — provisioning requires business documents; carrier fees are passed through at cost
- · Optional channels: SMS, web chat, WhatsApp — priced on quote
Voice minutes used beyond your plan allowance are billed at the per-minute rate shown above. If your included minutes run out during the month, you can top up to keep the line active. We notify you before you reach the cap so there are no surprises.
Month-to-month with one month's written notice. The final invoice covers the notice period. Call recordings, transcripts and notes are exportable on request before deletion, per your retention settings.
Starter suits light inbound call volumes. Growth matches most active small businesses. Enterprise is for high-volume teams, multi-location operations, or custom integrations — talk to us for a tailored quote.
The assistant is one part of getting found and getting booked.
We also build the front door your customers arrive through — and the campaigns that send them there.
Website creation
Modern, future-proof websites that make you look more professional than your competition — with chatbots, WhatsApp links, SEO and online booking.
Meta & Google ads
Masterful creatives that capture your business's spirit and identity — built to intrigue, targeted to convert, optimised every week.
Hear it answer your phone.
Tell us about your business. We'll set up a live demo agent you can call.